8.1.3. Canceling an Appointment with a Deposit

You cannot cancel an appointment while a deposit or payment is still attached. The deposit must first be repurposed, refunded, or deleted.

Managing Deposits Before Canceling

1. Go to Client Management > Manage Deposits.

✅ Pro Tip: Pin this page to your navigation panel for easy access.

#_ Locate the deposit:

• Sort by clicking any blue table header (e.g., Owner A–Z).
• Use the page numbers at the bottom to navigate.

#_ Click the Action button for the deposit.

1. Choose one of the following options:

• Repurpose Payment: Transfer to client credit or convert to a donation.
• Refund Payment: Return the deposit to the client.
• Delete/Void Payment: Available only in rare cases; not for processed e-payments or POS transactions.

#_ Once the deposit is managed, proceed with canceling the appointment.

• See: Canceling Spay/Neuter, Basic Wellness & Recheck Appointments
• See: Canceling Advanced Wellness Appointments

Deposits on E-Appointments

If a client submitted a deposit online and you cancel from the E-Appointments screen:

• HQ will automatically refund the deposit to the original payment card.
• The client receives an email confirming both the cancellation and the refund.